Alternative Investment Funds (AIF)Compare Schemes
Nippon - (R.I.S.E) vs Quest Investment Managers – Smart Alpha Sector Rotation
Add SchemeGrowth of ₹1 Crore
Nippon - (R.I.S.E)
Quest Investment Managers – Smart Alpha Sector Rotation
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.17%
1.75%
6 Months
5.06%
6.35%
1 Year
4.68%
−4.77%
3 Years
—
10.09%
5 Years
—
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Since Inception
9.00%
11.81%
Fund Age
17 mo
4 yrs 3 mo
AUM
—
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Alpha – 1 Year
2.28%
−9.17%
Alpha – 3 Years
—
−1.38%
Information Ratio – 3 Years
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-0.09
Volatility – 1 Year
19.59%
20.07%
Volatility – 3 Years
—
18.70%
Beta – 1 Year
1.05
1.09
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.09
-0.41
Sharpe Ratio – 3 Years
—
0.34
Worst Rolling Year
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8.04%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
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−28.14%
Recovery Period
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Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
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14.70%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 32% · M 20% · S 39%
L 37% · M 25% · S 28%
Number of Stocks
47
23
Portfolio P/E
33.73
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Top 5 Holdings
Cash & Cash Equivalent · 9.40%
ICICI Bank Ltd · 4.96%
HDFC Bank Ltd · 3.58%
Delhivery Ltd · 3.25%
Edelweiss Financial Services Ltd · 3.16%
One 97 Communications Ltd · 8.44%
Coforge Ltd · 7.42%
Vishal Mega Mart Ltd · 6.87%
Piramal Pharma Ltd · 5.90%
UltraTech Cement Ltd · 5.66%
Top Sectors
Financial Services · 34.33%
Capital Goods · 11.68%
Healthcare · 7.90%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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